Evan Cohen Email & Phone Number

My name is Evan Cohen, and I am a financial advisor at Stratos Wealth with a local office in Del Mar. I have a singular, core focus to pursue one specific goal- To assist each employee that participates in their company's retirement plan toward a successful, goals-based retirement outcome. With over 15 years of private client experience, I have the backing of a Barron’s Top 100* firm and 3 industry leading relationships for clients to select from- Fidelity, LPL and Charles Schwab. My clients have a multitude of options as it relates to investment choice and fee transparency. Always feeling informed, understood, and in control is my top priority. Retirement Plan Sponsor- If you administer your corporate retirement plan and have any plan design, education or investment related questions please contact me to schedule a complimentary Plan Benchmark Review.Executives- If you participate in your corporate retirement plan, or are in a career transition, you may greatly benefit from professional guidance on how best to align your investment strategy with your retirement goals. Please contact me to schedule a complimentary review to help you prepare for a goals-based retirement outcome.My wife and I reside in Encinitas with our daughter. We enjoy surfing, fitness training and mountain biking our local trails.*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither THE FIRM nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

Listed skills include Portfolio Management, New Business Development, Investments, Succession Planning, and 34 others.

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  California State University San Marcos

  Communications